OBSI is an organization of highly skilled professionals inspired by a public service mission. The Investment Analyst plays a critical role in the analysis of consumer complaints, conducting qualitative and quantitative analyses to achieve fair case resolutions.
Responsibilities
- The Analyst conducts qualitative and quantitative analyses by assessing consumer investments and portfolios and comparing this to a consumer’s risk tolerance and investment objectives
- If issues are identified, the analyst is responsible for quantifying damages
- To assist in their analysis, the analyst will be required to use Bloomberg, Refinitiv and Microsoft Excel
Skills
- Strong knowledge of the capital markets
- Advanced financial analysis skills
- Experience using Bloomberg
- Experience using Refinitiv
- Strong command of Microsoft Excel
- Superior communication skills
- Enrollment in the Chartered Financial Analyst program with the completion of level I
Benefits
- Comprehensive group benefits program
- Company contributed pension program
Company Overview
OBSI is Canada’s trusted independent dispute resolution service for consumers and small businesses with a complaint they can't resolve with their banking services or investment firm. It was founded in 1996, and is headquartered in Toronto, Ontario, CA, with a workforce of 51-200 employees. Its website is http://www.obsi.ca.
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